E DUCATION / T RAINING
Education will be provided virtually and in-person.
Virtual Session 1 (1hour)
Overall Site Introduction
Purpose of Toolkit Site Navigation Site Registration
In-Person Session #1 (1-3 hour(s))
Basic Material Management
Document or item uploading, editing, etc.
Folder changes etc.
Addition of contacts & dates for notifications Map instructions Summary of Transactions Reporting from each section of the toolkit Adding franchisee/prospect information to Pending Transactions
In-Person Session #2 (1-3 hour(s))
Purpose of DocBuilder
What populates DocBuilder from the site. Walk through of packet generation
In-Person Session #3 (1 hour)
Support Handoff/ Site Tweaks
Issue resolution and support expectations
Iteration (Site Update) Path Cycle of customization/ changes
Made with FlippingBook